Whittier Trust’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $123K | Hold |
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|
2025
Q2 | $116K | Hold |
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|
2025
Q1 | $124K | Sell |
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|
2024
Q4 | $118K | Sell |
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|
2024
Q3 | $145K | Hold |
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|
2024
Q2 | $140K | Hold |
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|
2024
Q1 | $139K | Hold |
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|
2023
Q4 | $140K | Sell |
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|
2023
Q3 | $774K | Buy |
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|
2023
Q2 | $899K | Hold |
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|
2023
Q1 | $984K | Sell |
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|
2022
Q4 | $1.1M | Hold |
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|
2022
Q3 | $957K | Hold |
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|
2022
Q2 | $1.06M | Hold |
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|
2022
Q1 | $1.18M | Hold |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $1.04M | Hold |
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|
2021
Q2 | $1.03M | Hold |
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|
2021
Q1 | $1.01M | Hold |
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|
2020
Q4 | $1.06M | Hold |
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|
2020
Q3 | $906K | Hold |
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|
2020
Q2 | $951K | Hold |
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|
2020
Q1 | $916K | Sell |
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|
2019
Q4 | $1.59M | Hold |
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|
2019
Q3 | $1.52M | Buy |
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|
2019
Q2 | $1.38M | Hold |
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|
2019
Q1 | $1.21M | Hold |
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|
2018
Q4 | $1.14M | Buy |
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|
2018
Q3 | $534K | Hold |
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|
2018
Q2 | $509K | Hold |
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|
2018
Q1 | $493K | Buy |
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|
2017
Q4 | $155K | Hold |
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|
2017
Q3 | $131K | Hold |
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|
2017
Q2 | $132K | Hold |
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|
2017
Q1 | $127K | Hold |
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|
2016
Q4 | $119K | Hold |
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|
2016
Q3 | $120K | Hold |
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|
2016
Q2 | $141K | Buy |
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|
2016
Q1 | $122K | Hold |
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|
2015
Q4 | $114K | Sell |
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|
2015
Q3 | $129K | Hold |
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|
2015
Q2 | $119K | Hold |
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|
2015
Q1 | $128K | Buy |
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|
2014
Q4 | $87K | Hold |
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|
2014
Q3 | $76K | Hold |
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|
2014
Q2 | $85K | Hold |
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|
2014
Q1 | $81K | Hold |
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|
2013
Q4 | $77K | Hold |
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|
2013
Q3 | $80K | Sell |
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|
2013
Q2 | $81K | Buy |
|